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iShares Select Dividend ETF

1,296 hedge funds and large institutions have $9.13B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 395 increasing their positions, 459 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
-19
Holders Change %
-1.44%
% of All Funds
17.6%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.52%
New
80
Increased
395
Reduced
459
Closed
71
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1276
Stonebridge Financial Group
Pennsylvania
$8.33K +$4.57K +34 +121%
CFFP
1277
Center for Financial Planning
Michigan
$8.19K
CCM
1278
Chilton Capital Management
Texas
$8.06K -$8.06K -60 -50%
RFA
1279
Register Financial Advisors
Georgia
$7.34K +$133 +1 +2%
CFP
1280
Comprehensive Financial Planning
Pennsylvania
$7.12K
PWMG
1281
Prestige Wealth Management Group
New Jersey
$6.98K
WA
1282
WPG Advisers
Maryland
$4.78K +$133 +1 +3%
CVM
1283
Cheviot Value Management
California
$3.49K +$3.49K +27 New
CPA
1284
Compass Planning Associates
Massachusetts
$3.39K
BL
1285
BFSG LLC
California
$3.36K
PGAM
1286
Princeton Global Asset Management
New Jersey
$3.36K
CPBTD
1287
Central Pacific Bank - Trust Division
Hawaii
$2.42K
NMG
1288
New Millennium Group
Utah
$2.15K
TRCT
1289
Tower Research Capital (TRC)
New York
$2.15K +$2.15K +17 New
TLA
1290
Tanglewood Legacy Advisors
Texas
$2.01K +$2.01K +15 New
SFA
1291
Semmax Financial Advisors
North Carolina
$1.25K
WOC
1292
West Oak Capital
California
$873
DWM
1293
Darwin Wealth Management
Florida
$787
RS
1294
Rakuten Securities
Japan
$671 +$403 +3 +150%
WBC
1295
West Branch Capital
Massachusetts
$538
T
1296
Transce3nd
Texas
$269
IAA
1297
Independent Advisor Alliance
North Carolina
-$3.39M -25,813 Closed
EE
1298
EWG Elevate
California
-$3.22M -24,509 Closed
WA
1299
Wealth Alliance
New York
-$3.15M -23,961 Closed
SFB
1300
STAR Financial Bank
Indiana
-$2.95M -22,464 Closed